How do I install the Tax Lot Optimization skill?

Run npx skillmds@latest add knuckles-team/tax-lot-optimization in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Tax Lot Optimization safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Tax Lot Optimization?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Tax Lot Optimization free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Tax Lot Optimization?

Knuckles-Team (@knuckles-team) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Tax Lot Optimization by knuckles-team

Name: Tax Lot Optimization
Author: Knuckles-Team

File contents

Tax Lot Optimization Workflow

CONCEPT:EE-011

Parses lot ledger dates, computes unrealized holding gains, harvests short/long term losses, and synthesizes lot trades.

Steps

Step 1: Lot Ledger Parser

Agent: data-fetcher Tools: graph_query, sx_search

Standardizes transaction acquisition date records and cost basis parameters. Expected: tax-lot-inventories

Step 2: Unrealized Gain Calculator [depends_on: lot-ledger-parser]

Agent: compute-engine Tools: graph_analyze

Measures unrealized short-term and long-term gains and losses. Expected: unrealized-capital-gains

Step 3: Harvest Candidate Selector [depends_on: unrealized-gain-calculator]

Agent: risk-assessor Tools: graph_query, graph_analyze

Identifies tax-loss harvesting candidates using MinTax/FIFO policies. Expected: harvest-lot-candidates

Step 4: Order Proposal Synthesis [depends_on: harvest-candidate-selector]

Agent: report-generator Tools: graph_write, document_tools

Synthesizes optimized lot execution recommendations. Expected: tax-optimized-order-proposals

Step 5: KG Persistence [depends_on: order-proposal-synthesis]

Agent: report-generator Tools: graph_write

Persist workflow results as nodes and edges in the Knowledge Graph. Create appropriate typed nodes with metadata and link to existing domain entities.

Output

Tax Lot Optimization results persisted in KG
Structured report (MD/PDF)
Audit trail with timestamps and agent attributions

Execution

Run this workflow as a dependency-ordered DAG. Steps with no unmet depends_on run in parallel; dependents run after their prerequisites complete.

Run first (in parallel): Step 1 — Lot Ledger Parser
After level 0: Step 2 — Unrealized Gain Calculator
After level 1: Step 3 — Harvest Candidate Selector
After level 2: Step 4 — Order Proposal Synthesis
After level 3: Step 5 — KG Persistence

Execution: If graph-os is reachable, offload the whole DAG via graph_orchestrate action=execute_workflow (or the kg-delegate skill) for true parallel/swarm execution. Otherwise execute the steps natively in dependency order: run steps with no unmet depends_on in parallel, then their dependents.

---name: tax-lot-optimizationdescription: Parses lot ledger dates, computes unrealized holding gains, harvests short/long term losses, and synthesizes lot trades.---# Tax Lot Optimization Workflow**CONCEPT:EE-011**Parses lot ledger dates, computes unrealized holding gains, harvests short/long term losses, and synthesizes lot trades.## Steps### Step 1: Lot Ledger Parser**Agent**: `data-fetcher`**Tools**: `graph_query, sx_search`Standardizes transaction acquisition date records and cost basis parameters.Expected: `tax-lot-inventories`### Step 2: Unrealized Gain Calculator [depends_on: lot-ledger-parser]**Agent**: `compute-engine`**Tools**: `graph_analyze`Measures unrealized short-term and long-term gains and losses.Expected: `unrealized-capital-gains`### Step 3: Harvest Candidate Selector [depends_on: unrealized-gain-calculator]**Agent**: `risk-assessor`**Tools**: `graph_query, graph_analyze`Identifies tax-loss harvesting candidates using MinTax/FIFO policies.Expected: `harvest-lot-candidates`### Step 4: Order Proposal Synthesis [depends_on: harvest-candidate-selector]**Agent**: `report-generator`**Tools**: `graph_write, document_tools`Synthesizes optimized lot execution recommendations.Expected: `tax-optimized-order-proposals`### Step 5: KG Persistence [depends_on: order-proposal-synthesis]**Agent**: `report-generator`**Tools**: `graph_write`Persist workflow results as nodes and edges in the Knowledge Graph.Create appropriate typed nodes with metadata and link to existing domain entities.## Output- Tax Lot Optimization results persisted in KG- Structured report (MD/PDF)- Audit trail with timestamps and agent attributions## ExecutionRun this workflow as a dependency-ordered DAG. Steps with no unmet `depends_on` run in parallel; dependents run after their prerequisites complete.- **Run first (in parallel):** Step 1 — Lot Ledger Parser- **After level 0:** Step 2 — Unrealized Gain Calculator- **After level 1:** Step 3 — Harvest Candidate Selector- **After level 2:** Step 4 — Order Proposal Synthesis- **After level 3:** Step 5 — KG Persistence**Execution:** If graph-os is reachable, offload the whole DAG via `graph_orchestrate action=execute_workflow` (or the `kg-delegate` skill) for true parallel/swarm execution. Otherwise execute the steps natively in dependency order: run steps with no unmet `depends_on` in parallel, then their dependents.

Frequently asked questions

Tax Lot Optimization